Commercial Banking Sales Specialist - Vail Valley/Summit Region

Alpine Bank•Vail, CO

12h•Onsite

About The Position

The Commercial Banking Sales Specialist is responsible for providing a full range of commercial banking services, including developing new business and client relationships; generating and managing a portfolio of business and corresponding relationships; seeking new accounts through calling efforts; as well as referring clients to lenders and other bank services as relevant. This role involves regularly achieving and/or exceeding agreed-upon benchmarks and annual goals. The specialist evaluates the overall resources and capabilities of the client/prospect’s business, considering current industry dynamics, financial, and operational strategy, economic conditions, and market trends, and prioritizes client/prospect opportunities. They build solid, profitable relationships with clients/prospects characterized by mutual respect, understanding, and trust. The role requires analyzing client/prospect needs and recommending appropriate solutions consistent with the Bank’s culture, risk tolerance, and CARE philosophy. Fostering and maintaining cohesive partnerships with all lines of business within the Bank is crucial for a productive sales and service process. The specialist leverages relationships to proactively generate new business, utilizes the existing client/prospect base and referral sources, and works to improve client acquisition and retention. They maintain ongoing contact with clients to stay current on significant changes in financial condition or operations and inform the leadership team of products, practices, rates, and changes impacting the local market and sales process. Conducting new product onboarding with clients and introducing them to the support team network is also a key responsibility. The role requires compliance with government/banking regulations and policies. Representation of the Bank in the local community through participation in community, charitable, business, and social activities is expected to maximize client and customer contact. Regular and reliable on-site attendance is required.

Requirements

Demonstrates high moral and ethical standards.
Self-starter with a desire to grow a portfolio of business.
Demonstrates ability to manage prospect pipeline, maintain client relationships, and handle referrals from multiple stakeholder groups within the bank.
Manages customer on-boarding through installation, training and conducts a formal handoff to Commercial Banking support team.
Customer-centric mindset, with the ability to translate customer issues/needs into profitable business solutions.
Networking and relationship building skills, with demonstrated expertise and success in business development and sales processes and strategies.
Strong problem solving and decision-making skills, with demonstrated ability to quickly focus on key issues, make decisions under pressure of time constraints and translate business development challenges into opportunities.
Strong planning, organizational, time management and follow up skills, demonstrating a strong sense of urgency and ability to execute quickly, timely and efficiently.
Familiarity and knowledge of industry terminology, risk, information technology, payment platforms/rails, and emerging trends.
Ability to travel to meet with clients or visit other Alpine Bank locations.
Outstanding oral and written communication skills.
Proficient PC experience using MS Office products (Word, Excel, Outlook) and retrieval of data; working knowledge of automated financial systems, with the ability to learn and adapt to new technologies quickly.
High School Diploma or General Education Diploma (GED) required.
2+ years’ experience as a Retail Business Banker, Personal Banking Representative, or similar position requiring strong business knowledge and customer contact experience required.
Sales and service experience from previous employment can be substituted for Alpine Bank experience.
Possession of, or ability to obtain, a valid State of Colorado Driver’s License is required.

Nice To Haves

Bachelor's Degree in Business, Finance, preferred.

Responsibilities

Regularly achieves and/or exceeds agreed-upon benchmarks and annual goals.
Evaluates the overall resources and capabilities of the client/prospect’s business, considering current industry dynamic, financial, and operational strategy, economic conditions and market trends and prioritizes client/prospect opportunities.
Builds solid, profitable relationships with clients/prospects characterized by mutual respect, understanding and trust.
Analyzes client/prospect needs, and recommends appropriate solutions that match those needs, consistent with the Bank’s culture, risk tolerance, and CARE philosophy.
Fosters and maintains cohesive partnerships and working relationships with all lines of business within the Bank to build a trusted productive sales and service process.
Leverages relationships to proactively generate new business in desired areas of growth; utilizes existing client/prospect base and network of clients/prospects referral sources and means of improving client acquisition and retention.
Maintains ongoing contact with clients to be kept current on significant changes in financial condition or operations.
Informs leadership team of products, practices, rates, and changes impacting local market and sales process.
Conducts new product onboarding with clients and introduces them to support team network.
Complies with government/banking regulations and policies to assure conformity with required laws and terms.
Represents the Bank in the local community through proactive participation in community, charitable, business, and social activities to allow for maximum client and customer contact.
Performs other duties as assigned.